In August, we welcomed Alycia Rodman to the AEGIS Financial team. Alycia previously worked as an Executive Administrative Assistant to the President of Private Wealth Management for 1½ years and prior to that as a Senior Investment Associate with BMO. With Alycia joining our team Alycia has taken the role as a Client Service Associate I. Alycia has done an excellent job over the past months working with our Financial Advisors and learning the responsibilities of a Client Service Associate I and providing our clients with exceptional service.
We are excited to have Alycia on board with us. We know she will add great value to our team and those we serve!
Children’s Name: Son William
Pets: Elyis (dog) and Kierra (cat)
Hobbies: Running, biking, boating and sailing.
Favorite T.V. Show: The Office
Favorite Store: Express
Favorite place you’ve traveled to: Mt. St. Helens
In September, we welcomed Brent Robinson to the AEGIS Financial team. Brent has over two decades of experience in financial strategy with Thrivent and a passion for helping individuals meet their investment and wealth protection goals. With Brent joining our team Brent has taken the role as Associate Advisor. Brent has done an excellent job over the past month working with our Financial Advisors and learning the responsibilities of an Associate Advisor and providing our clients with exceptional service.
We are excited to have Brent on board with us. We know he will add great value to our team and those we serve!
Children’s Name: Son, Brady and daughter, Sophia
Favorite Snack: Snickers
Hobbies: Softball and working in the yard.
Favorite T.V. Show: According to Jim
Favorite Family Activity: Going for ice cream
Favorite place you’ve traveled to: Punta Cana
What are I bonds? I bonds (U.S. Treasury Inflation Adjusted Bonds) are US Treasury Bonds that earn interest based on a combination of a fixed […]